ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,362,126 | -4.5% | 61,608 | +0.1% | 1.27% | +0.6% |
| Q2 2023 | $16,090,875 | +16.6% | 61,537 | +11.6% | 1.27% | -16.9% |
| Q1 2023 | $13,797,908 | +2.8% | 55,156 | -0.6% | 1.52% | -1.4% |
| Q4 2022 | $13,425,840 | +9.7% | 55,504 | -0.6% | 1.55% | +2.0% |
| Q3 2022 | $12,242,000 | -4.5% | 55,833 | -1.5% | 1.52% | +1.1% |
| Q2 2022 | $12,820,000 | -19.1% | 56,668 | -4.0% | 1.50% | -5.2% |
| Q1 2022 | $15,847,000 | -5.3% | 59,055 | -0.1% | 1.58% | +1.9% |
| Q4 2021 | $16,727,000 | -5.3% | 59,089 | -12.0% | 1.56% | -7.6% |
| Q3 2021 | $17,671,000 | -2.6% | 67,172 | -0.5% | 1.68% | -2.5% |
| Q2 2021 | $18,148,000 | +3.4% | 67,533 | +0.1% | 1.73% | -2.7% |
| Q1 2021 | $17,556,000 | +13.5% | 67,450 | +0.2% | 1.77% | +5.7% |
| Q4 2020 | $15,468,000 | +13.8% | 67,301 | +0.1% | 1.68% | +3.0% |
| Q3 2020 | $13,598,000 | +6.7% | 67,249 | -6.3% | 1.63% | -0.7% |
| Q2 2020 | $12,740,000 | +19.6% | 71,788 | +0.3% | 1.64% | +3.8% |
| Q1 2020 | $10,649,000 | -26.9% | 71,606 | +1.0% | 1.58% | -7.5% |
| Q4 2019 | $14,565,000 | +15.7% | 70,911 | +5.9% | 1.71% | +4.2% |
| Q3 2019 | $12,594,000 | -2.8% | 66,940 | +0.3% | 1.64% | -1.0% |
| Q2 2019 | $12,959,000 | +3.4% | 66,709 | +0.8% | 1.66% | +1.7% |
| Q1 2019 | $12,530,000 | +14.4% | 66,159 | +0.3% | 1.63% | +1.6% |
| Q4 2018 | $10,952,000 | -17.4% | 65,950 | +0.1% | 1.60% | -1.1% |
| Q3 2018 | $13,260,000 | +6.8% | 65,874 | +3.4% | 1.62% | +1.4% |
| Q2 2018 | $12,412,000 | +4.5% | 63,721 | +0.6% | 1.60% | +2.2% |
| Q1 2018 | $11,883,000 | -1.6% | 63,352 | -0.4% | 1.57% | +1.0% |
| Q4 2017 | $12,073,000 | +3.9% | 63,617 | -2.0% | 1.55% | -4.6% |
| Q3 2017 | $11,615,000 | +0.4% | 64,922 | -2.3% | 1.62% | -18.0% |
| Q2 2017 | $11,563,000 | -0.8% | 66,470 | -2.4% | 1.98% | -3.5% |
| Q1 2017 | $11,656,000 | +3.6% | 68,075 | +0.0% | 2.05% | -4.4% |
| Q4 2016 | $11,253,000 | +45.1% | 68,060 | +35.8% | 2.14% | +39.7% |
| Q3 2016 | $7,753,000 | +2.5% | 50,116 | -1.0% | 1.54% | +1.6% |
| Q2 2016 | $7,565,000 | +3.7% | 50,637 | +0.0% | 1.51% | -0.6% |
| Q1 2016 | $7,298,000 | +11.4% | 50,612 | +7.6% | 1.52% | +8.0% |
| Q4 2015 | $6,551,000 | -1.3% | 47,025 | -3.2% | 1.41% | -3.6% |
| Q3 2015 | $6,634,000 | -8.7% | 48,562 | +0.2% | 1.46% | -0.1% |
| Q2 2015 | $7,267,000 | +2.1% | 48,454 | +3.5% | 1.46% | +4.1% |
| Q1 2015 | $7,117,000 | +6.4% | 46,827 | +1.4% | 1.41% | +4.5% |
| Q4 2014 | $6,687,000 | +9.3% | 46,180 | +3.2% | 1.34% | +8.6% |
| Q3 2014 | $6,117,000 | -3.9% | 44,732 | +0.6% | 1.24% | -1.6% |
| Q2 2014 | $6,362,000 | +4.8% | 44,467 | +0.6% | 1.26% | +0.5% |
| Q1 2014 | $6,073,000 | +3.0% | 44,180 | +0.2% | 1.25% | -0.4% |
| Q4 2013 | $5,897,000 | +6.8% | 44,072 | -0.9% | 1.26% | -0.8% |
| Q3 2013 | $5,521,000 | +12.0% | 44,474 | +4.2% | 1.27% | +3.2% |
| Q2 2013 | $4,929,000 | – | 42,679 | – | 1.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 154,686 | $38,571 | 28.94% |
| Holland Advisory Services, Inc. | 74,919 | $18,680,950 | 23.75% |
| LVZ, Inc. | 483,808 | $120,637,490 | 19.46% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,062 | $57,615,301 | 18.85% |
| Chandler Asset Management, Inc. | 307,779 | $76,744,682 | 18.62% |
| New England Professional Planning Group Inc. | 120,234 | $29,982,832 | 18.57% |
| Harbor Group, Inc. | 128,160 | $31,956,794 | 18.00% |
| Investments & Financial Planning, LLC | 77,046 | $19,211,497 | 17.13% |
| Platt Investment Counsel, LLC | 53,509 | $13,342,407 | 15.92% |
| TRUEFG, LLC | 147,396 | $36,753,145 | 15.90% |